Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services and give you the individual attention you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
My Management Advisory Services, through my partnership with CFO Systems, LLC focuses on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, financial analysis, financial statement preparation and other advisory support. CFO Systems, LLC provides financial leadership in times when additional expertise is needed in such areas as the accounting and administrative departments, lender, or auditor relations and sourcing of external experts, including attorneys, benefits advisers, etc.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.